Private Banker VP — Wealth Strategy & Client Growth

Aumni; Pasadena (CA); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a Vice President or Executive Director for U.S. Private Bank in Pasadena, CA. This position entails managing client relationships, providing targeted advice, and generating business results. The ideal candidate will have over six years of experience in Private Banking or Financial Services, a Bachelor's Degree, and requisite licenses. We offer a robust total rewards package that reflects the role's responsibilities and the experience required, alongside a strong commitment to diversity and inclusion.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.

Responsibilities

• Manage and maintain relationships with clients by earning trust.
• Advise clients on their overall balance sheet.
• Generate business results and acquire new assets.

Skills

Private Banking

Financial Services

Sales Success

Client Experience Focus

Education

Bachelor's Degree

Tools

Series 7 License

Series 66 License

Insurance License

Job description

TwinThread is seeking a Vice President or Executive Director for U.S. Private Bank in Pasadena, CA. This position entails managing client relationships, providing targeted advice, and generating business results. The ideal candidate will have over six years of experience in Private Banking or Financial Services, a Bachelor's Degree, and requisite licenses. We offer a robust total rewards package that reflects the role's responsibilities and the experience required, alongside a strong commitment to diversity and inclusion.